Case Study: Phinom AG modernizes wealth management trading with Devexperts

Phinom AG - Customer Case Study

Phinom AG, a Swiss-based provider of trading technology, needed to modernize its operations. The company was managing complex trades and investments for private banks and high-net-worth individuals through manual phone calls and Excel spreadsheets, which limited growth and profitability. To bring automation and a robust platform to their daily routine, they partnered with vendor Devexperts.

Devexperts heavily extended its DXOMS product to provide the backend for a new, custom multi-asset trading platform. The solution replaced outdated spreadsheets with automated API integrations for trading, sophisticated risk analysis, and real-time mobile and desktop applications. This resulted in a unique, award-winning platform for Phinom that combined numerous functionalities into a single, peerless system, enabling efficient trading and portfolio management.

Phinom AG